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INVESTOR EXPERIENCE
One platform to onboard and pay your investors
Trusted by 1400+
customers worldwide
Case study
“With Agora I can simply click and upload the K-1s as a collection of documents, and just like that, each person receives the correct K-1."
Lynn Glantz
Head of Investor Relations
Case study
“With Agora, we no longer have to spend time on the nitty gritty parts of our tax operations – we just send them raw data and they do it all for us.”
Rebecca Park
Associate Director of Financial Operations
Case study
“Agora has been extremely helpful in streamlining our whole back-end operations and centralizing the whole investor experience.”
Chelsea Deluca
Chief Operating Office
Case study
“The dedicated support from Agora’s customer success team has been transformative for us.”
Mike Doney
Operating Officer
Case study
“Agora streamlined our investor onboarding, what used to take hours now takes just minutes. Investors complete entire subscription docs in 8-10 minutes."
Matt Stein
Chief Development Officer
Case study
“With Agora, I’ve cut communication efforts by 50-75%. Uploading documents, K-1s, and investment statements has never been easier”
Ryan Clintworth
Principal
Case study
“Agora is more than a solution; it's a partner. It solves our operational needs securely, saves us time, and is built to grow with us for the long haul."
Nicole Warwood
Chief Financial OfficerKeep investors informed and paid on time
Offer new deals to existing investors
When a new deal opens, Agora shows it inside the account your existing investors already use, with their details and accreditation on file. They can commit to the next deal without repeating onboarding.
Send investment updates to any investor segment
Agora's investor communication tools send an investment update to all investors or to a single segment at once, on the schedule you set.
Pay distributions straight into investor bank accounts
Agora sends ACH distribution payments directly to each investor's bank account and posts the distribution notice to their portal at the same time. Your team tracks settled and unsettled payments from one dashboard.
THE ANSWER
The real estate investor experience solution
Agora replaces scattered email updates and manual payment runs with one platform for onboarding, reporting, communication, and payments.
Subscriptions and onboarding
Investors sign subscription documents and complete accreditation and KYC/AML checks in one online flow. Agora activates their portal account once funding is received.
- Digital subscriptions with e-sign
- Accreditation and KYC/AML verification
- One guided flow on any device
- Portal access once funded
Portfolio tracking
Investors see what they contributed and what they received on every investment. Figures update automatically from your records.
- Capital allocations across all deals
- Distributions received to date
- Live return and performance figures
- One position view per investor
Documents and tax forms
Statements and K-1s sit behind each investor's login, filed by investment.
- K-1s delivered to each portal account
- Signed agreements on file per investment
- Alerts when a new document posts
- One document center for every investor
THE PROCESS
How Agora runs the investor experience
Four steps from onboarding to a self-serve investor account.
Onboard investors
Investors subscribe online and receive a live portal account at funding.
Track positions and payouts
Every position and payout updates inside the investor's own account.
Post documents and K-1s
Statements and tax forms post to each investor's account as they are ready.
Answer fewer requests
Investors check positions and download documents without emailing your team.
BUILT FOR REAL ESTATE
Who uses investor experience software
Several teams shape the investor experience, and Agora gives each of them the same data.
- FUND MANAGERS
- IR PROFESSIONALS
- CFOs & COOs
Winning repeat commitments from existing LPs
- Show new offerings to current LPs
- Standardize the experience across funds
- Track every LP in one CRM
- Report on all funds at once
FUND MANAGERS
Real people, real results
With Agora's Investor Portal, I received immediate positive feedback from investors on its professional, organized, and user-friendly interface. It transformed our business, enhancing our speed, efficiency, and presentation."
Michael K. Manzo, Managing Partner and President
Read more
What is investor experience in real estate investing?
Investor experience is everything an investor sees and does with your firm after committing. With Agora it:
- Opens a live account the moment an investor funds
- Shows capital allocations and distributions across every deal held
- Delivers statements and annual K-1s without an email request
- Pays distributions by ACH straight to investor bank accounts
Read what LPs now expect from firms in Agora’s guide to investor relations.
How does Agora improve the investor experience you offer?
Agora gives investors faster access to their information by:
- Opening a portal account for each investor at funding
- Publishing performance and balances the moment the numbers change
- Sending investment updates to any segment of your investor list
- Paying distributions and posting the notice at the same time
Read how F Street sped investor onboarding tenfold and improved investor relations.
What types of investor communications can Agora automate?
Agora sends the full range of updates your investors expect, including:
- Distribution notices for every payout an investor receives
- Capital call notices with each investor’s pro-rata amount
- Quarterly performance reports with return figures
- Annual K-1 tax documents matched per investor
- Investment updates and new offering announcements
Each one reaches the investor in the portal and by email at once.
How does Agora build investor trust and transparency?
Agora shows investors the same numbers your team works from by:
- Posting allocations and distributions to date in the portal
- Updating return figures as the portfolio records change
- Keeping every statement and agreement in one document center
- Logging each communication against the investor’s record
Investors can check their positions and documents in the portal at any time.
How can Agora reduce the work behind investor communication?
Agora cuts the manual work behind investor communication by:
- Publishing a single update to your entire investor list at once
- Letting investors pull their own statements from the portal
- Generating notices and statements from your live investor records
- Running distribution payments and their notices in one step